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Yorktown Management & Research Company’s Powell Industries POWL Stock Holding History

Yorktown Management & Research Company’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Buy
+840
New +$228K 0.15% 247
2024
Q1 		– Sell
-10,200
Closed -$301K – 235
2023
Q4 		$301K Buy
+10,200
New +$284K 0.31% 169

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Yorktown Management & Research Company's POWL Position: Q2 2026 in Review

Yorktown Management & Research Company opened a new position in Powell Industries (POWL) in Q2 2026: 840 shares worth $241K. The stake represents 0.15% of the portfolio and ranks #247 among its holdings. This is a return to the name: Yorktown Management & Research Company previously reported a position in POWL as recently as Q4 2023.

Yorktown Management & Research Company first reported a position in POWL in Q4 2023 and has held it in 2 quarters since. The position peaked at $301K in Q4 2023. 584 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Yorktown Management & Research Company held 840 shares of Powell Industries worth $241K as of Q2 2026.
  • Powell Industries was a new Yorktown Management & Research Company position in Q2 2026.
  • Powell Industries made up 0.15% of Yorktown Management & Research Company's portfolio in Q2 2026, its #247 holding.
  • Yorktown Management & Research Company first reported a position in Powell Industries in Q4 2023 and has held it in 2 quarters since.
  • Yorktown Management & Research Company's Powell Industries position peaked at $301K in Q4 2023.
  • 584 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.